Gift Receipting Filters
To send gift receipts, you first have to select a list of gifts that you want to send receipts to. You can optionally select a constituent list to narrow down your receipt recipients.
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Select Filter.
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From Select gift list, enter the name of an existing gift list.
Note: To create a new list for gift receipts, select Cancel, and navigate to List, Gifts. For more information, see Lists.
Tip: To narrow down the number of gifts in the list, select the list under Lists, Gifts, and add additional filters to it.
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From Select constituent list, enter the name of an existing constituent list.
Tip: You can use a constituent list to fulfill donors' receipt preferences. For example, create a constituent list of donors whose records are marked as Requests no email, select this list in Filter gifts, and then generate PDF receipts to print and mail to those donors.
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Select Apply.